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Building Radar Global variable for increasing invoice number
Hi,
In my organisation a lot of quotes are being sent out every day. When somebody responds positively on it, we send an invoice to close the deal. We create both quotations and invoices through the Quotes functionality in Salesforce. For quotes there is the field "Quote Number" which automatically increases every time a quote is created. We want to use an analogue field for invoices.
What I thought was that you could build a workflow that if the quote type is invoice a field would get updated by 1 to get the new invoice number. However, for this to work, this "Invoice Number" field would have to be global across all opportunities. Is there any way I can create such a field? If so, how? Or is there maybe a smarter solution altogether?
Many thanks for the help!
In my organisation a lot of quotes are being sent out every day. When somebody responds positively on it, we send an invoice to close the deal. We create both quotations and invoices through the Quotes functionality in Salesforce. For quotes there is the field "Quote Number" which automatically increases every time a quote is created. We want to use an analogue field for invoices.
What I thought was that you could build a workflow that if the quote type is invoice a field would get updated by 1 to get the new invoice number. However, for this to work, this "Invoice Number" field would have to be global across all opportunities. Is there any way I can create such a field? If so, how? Or is there maybe a smarter solution altogether?
Many thanks for the help!
If the Quoate is related to the invoice, you could use a formula field to get the Quote ID, and transform it to whatever you want on the invoice.